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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,799 | $211,224-49.0% | $178,505-39.6% | $145,897-26.1% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 6.37% | 30.28%-23.9pp | 27.16%-20.8pp | 552.29%-545.9pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,500 | $6,966-6.7% | $6,280+3.5% | $6,689-2.8% |
| Admin fee / account holder | $15,068 | $12,109+24.4% | $10,428+44.5% | $13,390+12.5% |